This article covers what syncs once JobNimbus and CompanyCam are connected, how to start a Project from a Contact or Job, and what to watch for. If you haven't connected the two accounts yet, start with Connecting JobNimbus to CompanyCam.
Managing this integration is only available on the web app.
How the integration works
Create a new Contact or Job in JobNimbus, and CompanyCam automatically creates a matching Project, labeled either JobNimbus Contact or JobNimbus Job.
Any photos or files you add to that Project sync back to the matching Contact or Job in JobNimbus, under its Photos and Files sections.
User and Sales Rep assignments sync too. Assign a User or Sales Rep to a Contact or Job in JobNimbus, and they're added to the matching Project's Project Users section in CompanyCam.
A couple of things don't sync:
Only newly created Contacts and Jobs create Projects. Records that existed before you connected won't sync.
Unassigning a User in CompanyCam doesn't remove them in JobNimbus.
Important: For assignments and photos to sync, the User has to exist on both platforms with the same email address. If the emails don't match, the sync won't go through.
Adding a Contact and starting a Project
Note: Only newly created Contacts trigger a matching Project. Opening or editing an existing Contact won't create one.
In JobNimbus, create a new Contact.
Fill in the First Name, Last Name, and Address.
Assign any Sales Reps or Users you want, or leave the field blank.
Click Save & Continue.
A matching CompanyCam Project appears, labeled JobNimbus Job. Anyone you assigned shows up in the Project's Project Users section. Take photos and upload files to the Project like you normally would. They'll sync to the Job's Photos and Files sections in JobNimbus.
Note: Syncing can take up to 5 minutes. Unassigning a User in CompanyCam won't remove them in JobNimbus.
Adding a Job and starting a Project
Creating a Job works the same way. The difference is you'll attach it to a Contact first.
In JobNimbus, create a new Job. You'll be prompted to create a new Contact or pick an existing one.
For a new Contact, fill in the First Name, Last Name, and Address.
Assign any Sales Reps or Users you want, or leave the field blank.
Click Save & Continue.
Click Create Job.
A matching CompanyCam Project appears, labeled JobNimbus Job. Anyone you assigned shows up in the Project's Project Users section. Take photos and upload files to the Project like usual. They'll sync to the Job's Photos and Files sections in JobNimbus.
Note: Syncing can take up to 5 minutes. Unassigning a User in CompanyCam won't remove them in JobNimbus.
FAQs
Why didn't my existing Contacts and Jobs create Projects?
Why didn't my existing Contacts and Jobs create Projects?
Only newly created Contacts and Jobs create Projects. Records that existed before you connected the integration won't sync.
Why aren't my photos syncing?
Why aren't my photos syncing?
Photos usually stop syncing for 1 of these reasons:
The Personal Access Token wasn't created with Read & Write permissions.
The Personal Access Token has expired.
The User's email doesn't match on both platforms.
Check the Personal Access Token's permission level and expiration date in CompanyCam, and confirm emails match on both sides. Syncing can also take up to 5 minutes, so give it a few minutes before troubleshooting further. See Connecting JobNimbus to CompanyCam for how to create a new Personal Access Token.
What happens if I unassign a User in CompanyCam?
What happens if I unassign a User in CompanyCam?
Unassigning a User in CompanyCam removes them from the Project there, but it won't remove them from the Contact or Job in JobNimbus.
How do I disconnect or reconnect the integration?
How do I disconnect or reconnect the integration?
Disconnecting stops syncing, but you won't lose anything — your Projects, photos, and files stay put in both CompanyCam and JobNimbus. To disconnect, open Integrations in CompanyCam, find the JobNimbus card, and click Disconnect or Edit.
When you reconnect, Projects already linked to JobNimbus reconnect automatically. Anything added while the integration was disconnected won't sync over — only new photos and files added after reconnecting will sync. See Connecting JobNimbus to CompanyCam for the full setup flow.
💡 Need more help?
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